Palisades Investment Partners, LLC

Portfolio Overview

Palisades Investment Partners, LLC disclosed 51 positions worth $255.1M in its Form 13F-HR for Q1 2026, led by $SPXC (SPX Technologies, Inc.) at 9.7% of the equity portfolio, followed by $KRYS and $PKE. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $SKYT and a full exit from $AGX. The portfolio is most concentrated in Industrials (30.4% of disclosed assets). All figures are sourced directly from Palisades Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1427373.

• 

  SPX Technologies, Inc.

  $SPXC

  66.0#549

  Quality

  $24.7M123,426 sh
• 

  Krystal Biotech, Inc.

  $KRYS

  75.9#116

  Quality

  $11.7M45,405 sh
• 

  PARK AEROSPACE CORP

  $PKE

  68.5#413

  Quality

  $11.4M417,001 sh
• 

  Paymentus Holdings, Inc.

  $PAY

  70.2

  Quality

  $10.9M429,134 sh

• ISHARES TR

  —

  Quality

  $8.4M34,065 sh
• 

  Intuitive Machines, Inc.

  $LUNR

  39.2

  Quality

  $8.0M432,666 sh
• 

  Enova International, Inc.

  $ENVA

  76.8

  Quality

  $8.0M58,907 sh
• 

  Medpace Holdings, Inc.

  $MEDP

  77.4

  Quality

  $7.9M16,513 sh
• 

  Travere Therapeutics, Inc.

  $TVTX

  39.2

  Quality

  $7.6M255,240 sh
• 

  UFP TECHNOLOGIES INC

  $UFPT

  66.6

  Quality

  $7.3M37,701 sh

Company	Quality	Value	Shares
SPX Technologies, Inc.$SPXC	66.0#549	$24.7M	123,426
Krystal Biotech, Inc.$KRYS	75.9#116	$11.7M	45,405
PARK AEROSPACE CORP$PKE	68.5#413	$11.4M	417,001
Paymentus Holdings, Inc.$PAY	70.2	$10.9M	429,134
ISHARES TR	—	$8.4M	34,065
Intuitive Machines, Inc.$LUNR	39.2	$8.0M	432,666
Enova International, Inc.$ENVA	76.8	$8.0M	58,907
Medpace Holdings, Inc.$MEDP	77.4	$7.9M	16,513
Travere Therapeutics, Inc.$TVTX	39.2	$7.6M	255,240
UFP TECHNOLOGIES INC$UFPT	66.6	$7.3M	37,701

Showing top 10 of 51 holdings.

Full Holdings — Palisades Investment Partners, LLC (Q1 2026)

All 51 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPXC	SPX Technologies, Inc.	$24.7M	9.7%	+7%	66
2	$KRYS	Krystal Biotech, Inc.	$11.7M	4.6%	+6%	75.9
3	$PKE	PARK AEROSPACE CORP	$11.4M	4.5%	+30%	68.5
4	$PAY	Paymentus Holdings, Inc.	$10.9M	4.3%	+114%	70.2
5	—	ISHARES TR	$8.4M	3.3%	+8%	—
6	$LUNR	Intuitive Machines, Inc.	$8.0M	3.1%	+6%	39.2
7	$ENVA	Enova International, Inc.	$8.0M	3.1%	+5%	76.8
8	$MEDP	Medpace Holdings, Inc.	$7.9M	3.1%	+1%	77.4
9	$TVTX	Travere Therapeutics, Inc.	$7.6M	3.0%	+85%	39.2
10	$UFPT	UFP TECHNOLOGIES INC	$7.3M	2.9%	+7%	66.6
11	$SKYT	SkyWater Technology, Inc	$7.2M	2.8%	NEW	68
12	$ITRI	ITRON, INC.	$7.1M	2.8%	+6%	64.4
13	$MWA	Mueller Water Products, Inc.	$7.0M	2.8%	+5%	64.7
14	$IESC	IES Holdings, Inc.	$7.0M	2.7%	+7%	73.5
15	$AMPX	Amprius Technologies, Inc.	$6.2M	2.4%	NEW	34.9
16	$LPTH	LIGHTPATH TECHNOLOGIES INC	$6.0M	2.4%	NEW	33.2
17	$WGS	GeneDx Holdings Corp.	$5.9M	2.3%	+6%	38.6
18	$PAYS	Paysign, Inc.	$5.9M	2.3%	+8%	67.9
19	$VCYT	VERACYTE, INC.	$5.5M	2.1%	+5%	59.5
20	$BMI	BADGER METER INC	$5.4M	2.1%	+5%	71.6
21	$MPTI	M-tron Industries, Inc.	$5.4M	2.1%	+21%	62.5
22	$AMSC	AMERICAN SUPERCONDUCTOR CORP /DE/	$5.2M	2.0%	+6%	68.7
23	$FISI	FINANCIAL INSTITUTIONS INC	$4.7M	1.8%	+4%	—
24	$MMYT	MakeMyTrip Ltd	$4.6M	1.8%	+3%	—
25	$ONTO	ONTO INNOVATION INC.	$4.6M	1.8%	+8%	66.5
26	$INTA	Intapp, Inc.	$4.5M	1.8%	+5%	47.5
27	$FFBC	FIRST FINANCIAL BANCORP /OH/	$4.5M	1.8%	+5%	—
28	$MC	Moelis & Co	$4.4M	1.7%	-0%	—
29	$CRMD	CorMedix Inc.	$4.1M	1.6%	+6%	75.5
30	$ROOT	Root, Inc.	$4.0M	1.6%	+8%	64.1
31	$OTTR	Otter Tail Corp	$3.9M	1.5%	+9%	55.2
32	$WLFC	WILLIS LEASE FINANCE CORP	$3.8M	1.5%	+5%	70.2
33	$SF	STIFEL FINANCIAL CORP	$3.6M	1.4%	+62%	69.6
34	$STRL	STERLING INFRASTRUCTURE, INC.	$3.5M	1.4%	-91%	73.3
35	$SPSC	SPS COMMERCE INC	$3.0M	1.2%	+9%	68.5
36	$RELY	Remitly Global, Inc.	$3.0M	1.2%	+6%	66
37	$FCFS	FirstCash Holdings, Inc.	$2.7M	1.0%	+8%	73.8
38	$UFPI	UFP INDUSTRIES INC	$2.3M	0.9%	+6%	52.7
39	$KINS	KINGSTONE COMPANIES, INC.	$2.2M	0.8%	+5%	67.5
40	$UMAC	Unusual Machines, Inc.	$1.9M	0.8%	NEW	48.3
41	$ARTNA	ARTESIAN RESOURCES CORP	$1.7M	0.7%	+4%	50.3
42	$ISSC	INNOVATIVE SOLUTIONS & SUPPORT INC	$1.3M	0.5%	-73%	73.1
43	$ASYS	AMTECH SYSTEMS INC	$1.2M	0.5%	NEW	24.9
44	$EEFT	EURONET WORLDWIDE, INC.	$1.1M	0.4%	+7%	58.3
45	$CAMT	CAMTEK LTD	$1.1M	0.4%	+4%	—
46	$FRPH	FRP HOLDINGS, INC.	$1.0M	0.4%	-1%	30.6
47	$TGEN	TECOGEN INC.	$854,802	0.3%	-14%	24.3
48	$FCPT	Four Corners Property Trust, Inc.	$728,876	0.3%	-5%	59
49	$LMAT	LEMAITRE VASCULAR INC	$486,134	0.2%	+13%	69.1
50	—	ISHARES TR	$335,777	0.1%	-54%	—
51	$DCTH	DELCATH SYSTEMS, INC.	$127,723	0.1%	-95%	54.9